The Surroundup, Videos

WHAT YOU NEED TO KNOW ABOUT JOINT ASSETS

  • by Gillian Stovel Rivers, MA, CFP®, CEA
  • April 27, 2022

What is Joint Ownership of Assets? What are its advantages – and pitfalls?

Watch this video from our expert on this topic:  Keith Masterman, Vice President, Tax, Retirement and Estate Planning from CI Global Asset Management. From our Spring Web Event #2.